Investment risk is directly related to investment return potential. Once your goals are defined and prioritized, we can find the right balance between risk, certainty, and the returns you need to achieve the results that are most important to you.
Please complete the following 12 questions. There are no right or wrong answers. The purpose of this exercise is to help build more awareness and clarity of tradeoffs that exist with your financial decisions. Once you have finished, we will review and discuss with you before we advise a course of action.
Finding your comfort zone
- Need: How much risk/return do you need to achieve your goals?
- Capacity: How much risk/return can you afford to take?
- Tolerance: How much risk/return are you comfortable taking at this stage in your life?